About Monument Wealth Management


Monument Wealth Management is an independent Registered Investment Advisory firm based in the Washington D.C. area that takes a unique, collaborative team approach to lead you through a personalized Private Wealth Management experience like no other.

Monument specializes in helping successful entrepreneurs, executives, other high-net-worth individuals and their families properly connect their financial resources to their personal aspirations. We do this through innovative, cash flow-based Private Wealth PlanningSM and discretionary, in-house asset management completely unconstrained by any large corporate agenda.

Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey.

Your Team at Monument

“At Monument, you don’t just get one Financial Advisor… you get a whole TEAM of professionals, with varying specialties, all working together to benefit you.”Dave

Interested in joining our Team? Click on to learn about our open positions and year-round Internship Program!